Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC6 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $18,600 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,130 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,505 | $50,919+3.1% | $155,556-66.2% | $77,762-32.5% |
| Participation rate | 91.5% | 63.1%+28.4pp | 78.2%+13.3pp | 70.6%+20.9pp |
| Annual return | 24.00% | 34.84%-10.8pp | 64.84%-40.8pp | 31.27%-7.3pp |
| Employer contribution / active EE | $2,783 | $1,991+39.8% | $4,675-40.5% | $2,728+2.0% |
| Participant deferral / active EE | $2,419 | $2,824-14.4% | $5,631-57.0% | $4,651-48.0% |
| Admin fee / account holder | $39 | $437-91.0% | $15,885-99.8% | $433-90.9% |